Milwaukee wisconsin mortgage refinance

milwaukee wisconsin mortgage broker
mortgage refinance wisconsin

Home Jones
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Milwaukee Wisconsin Mortgage Broker

One of the critical steps to making your mortgage process the fastest it can be is having all of your documentation! To insure a fast mortgage transaction, it is very critical that you have all of your financial documents compiled prior to you initial mortgage application.

Following is a list of all the documents you will need for your home mortgage application. I recomend that you print this page and use it as a guide. If you have any questions please feel free to call anytime!


Most recent two years complete tax returns with all schedules. Most recent two years W-2's, 1099's, etc.

Most recent pay stubs covering one month period.

If Applicable: Self-Employed will need Two years Tax Returns and YTD Profit & Loss Statement.


Most recent three months complete bank statements for both checking and savings accounts.

Most recent statement from retirement, 401k, mutual funds, money market, stocks, etc.


Most recent statements from your credit cards and other monthly revolving charges, indicating minimum payments and account numbers.

Copy of complete Bankruptcy and Discharge Papers.

You may be required to provide the origin of your downpayment. If money for downpayment is a gift from a relative, bring to the interview a copy of gift letter and copy of gift check. The gift letter states that the money will not have to be repaid.


Name, Address, and Phone number of your landlord, or 12 months cancelled rent checks.


Copy of Drivers License.

Copy of Social Security Card.

Copy of complete Divorce, Palimony, Alimony Papers.

Copy of Green Card or Work visa.


All of the above that apply as well as documents listed below.

Copy of Note & Deed from current loan.

Copy of Property Tax Bill.

Copy of Hazard (homeowners) Insurance Policy.

Copy of Payment Coupon for current Mortgage.

If you collect rent from the property bring the Rental Agreements.

Having these items readily availible when applying for a mortgage will help speed up the mortgage process. Keep in mind that different lending institutions may have slightly different information requirements, Additional documents may be needed upon review of your file and on a case-by-case scenario.

First Name:

Last Name:

Email Address:

Phone Number:

Property Location:

 Best Time to Call:


Gross Monthly Income:

Before deductions.

Total Monthly Debt:

Do NOT include current rent.

Loan Amount Needed:

Estimate your Credit:

Select a Loan Type:

Questions / Comments:

Please visit my other websites at:
Milwaukee Mortgage Lender
Wisconsion Mortgage Refinance
Wisconsin Mortgage Lender
Milwaukee Real estate agent
This is not a commitment to lend. Restrictions may apply. Information is subject to change without notice. All loans are subject to credit approval. Equal Housing Opportunity.
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